See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,179 | $105,998+56.8% | $92,233+80.2% | $147,584+12.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 25.50% | 50.05%-24.5pp | 176.28%-150.8pp | 578.55%-553.0pp |
| Employer contribution / active EE | $11,223 | $4,333+159.0% | $3,679+205.0% | $4,876+130.1% |
| Participant deferral / active EE | $5,122 | $4,478+14.4% | $3,897+31.4% | $5,439-5.8% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |